Aug 29, 2022
In this episode, Paul and Mo talk about year-end planning and it's challenges. They discuss the importance of making it part of an ongoing planning strategy in a client relationship.
Aug 22, 2022
Paul and Mo invite Lisa Tierney and Therese Witherow as they have a conversation about Thomson Reuters Advisory Symposium. They discuss why it’s important to have an all advisory conference, what this conference is all about, and their experience during the event.
Aug 15, 2022
This week Paul introduces Mo Arbas, Senior Business Advisory Consultant with Thomson Reuters Professional Services. Mo Arbas will be the new cohost alongside Paul in this new and re-imagined Pulse of the Practice podcast.